ProfitAutomation
Insurance Agency Owners:
What if you got 12 - 20 new quote requests next month — and every one was followed up on automatically?
We generate new quote requests for your agency and run professional email and text follow-up on every single one — without adding work for your team.
Free, no-obligation walkthrough · 22 minutes
THE OPPORTUNITY
People in your area are searching for insurance right now. Most of them will never find you.
They're filling out forms on comparison sites and national carrier websites. They're looking for a local agent who can help them — and they're landing on someone else's desk instead of yours.
What if those people were filling out your form, requesting a quote from your agency, and landing directly in front of your producers?
That's what we build for you. A steady flow of new quote requests from the types of customers you actually want — showing up in your inbox, ready to be quoted.
THE REAL PROBLEM
Getting new leads isn't enough. Speed and follow-up determine who wins.
Your producers are busy. They're writing quotes, servicing clients, handling renewals, putting out fires. They're doing real work every single day.
But when a quote goes out and the prospect doesn't call back, follow-up becomes "when we have time." Not because your team doesn't care — because there are only so many hours in a day.
Meanwhile, the prospect gets a quote from someone else who follows up faster. The work was done. The revenue just didn't land.
That's why we don't just generate leads and walk away. Every quote request we bring you gets a professional follow-up sequence — email and text — that keeps the conversation alive so nothing goes quiet.
You already did the hard part. We make sure you get paid for it.
HOW IT WORKS
We bring you new business and make sure none of it goes to waste.
We handle everything. Your team does what they already do — write quotes and help people.
We learn who your best customers are
We sit down with you to understand the types of customers you want most — homeowners in specific zip codes, small business owners who need commercial coverage, contractors, landlords, whatever your sweet spot is. Then we build targeted campaigns for each type: specific ads, specific landing pages, and specific follow-up sequences that speak directly to that person.
New quote requests show up on your desk
When someone fills out your quote request page, your producer gets notified immediately. The prospect gets an instant confirmation that a real, local agent is on it. Every submission captures name, email, phone number, and permission to follow up — no paper, no missing info. Your producers work it exactly like any other inbound lead. Same quoting process, same tools.
No AMS exports. No spreadsheets. No new software to learn.
Follow-up runs automatically
After your producer sends the quote, our system runs a professional follow-up sequence — emails and texts — that keeps the conversation going. If a prospect goes quiet, we bring them back. We trigger follow-up based on the lead's submission date, not a status update in your system. Your team doesn't have to remember, chase, or do anything extra.
This runs independently of your AMS. No training. No setup on your end.
WHAT YOU GET
Everything it takes to bring in new business and close more of it — without adding work.
Targeted Quote Response
A steady flow of people in your area who match the customer types you want most, actively requesting a quote from your agency.
Managed Ad Campaigns
We run and optimize local ad campaigns targeted to your ideal customers. You pay ad spend directly to the platform — we handle targeting, creative, and optimization.
Automated Follow-Up
Every lead we generate gets a professional email and text follow-up sequence. Nothing goes quiet. Nothing falls through the cracks.
A Prospect List You Own
Every person who requests a quote — even if they don't buy today — stays in your system with their email, phone number, and explicit permission to reach out. Each one is a future opportunity, not a dead end.
WHY THIS IS DIFFERENT
We don't send you a list of names and wish you luck.
Most lead generation companies hand you contacts and disappear. The leads go into a pile. Your team is too busy to work them. Two weeks later, they're cold.
We close the loop. We bring the lead in, make sure they get a great first impression, and follow up — automatically, professionally, persistently — until they buy, say no, or come back later. Your producers focus on quoting and helping people. We handle everything around it.
And because we build campaigns around the specific customer types you want, the leads that show up are people your team actually wants to write. Not random names. Not junk. People in your market who need coverage and asked for a quote from you.
This keeps you positioned as the trusted local professional — not a commodity quote machine.
AND ONCE IT'S WORKING...
The same engine can do more.
Once new business is flowing and follow-up is running automatically, the logical question becomes: "Can you do this for the rest of our book?"
The answer is yes. The same follow-up system that closes new leads can also re-engage old quotes, nurture prospects approaching renewal, and surface cross-sell opportunities you're currently missing — all without adding work for your team.
But we start with new business. Because nothing builds trust like showing you money that didn't exist last month.
IS THIS FOR YOU?
This works best for agencies that are already doing good work — and want more of the right business coming through the door.
Your lead flow depends on referrals and word of mouth, and you'd love more control over where new business comes from
Your team is busy enough that consistent follow-up is hard to maintain, especially on new leads
You don't want another piece of software to learn, manage, or train your team on
You want more policies from the same team — not more chaos
This probably isn't the right fit if...
You're a brand-new agency still getting carrier appointments and building your first book.
Your team has plenty of free time and can personally follow up on every lead the same day.
You're looking for someone to manage social media or run branding campaigns.
Let's see if this makes sense for your agency.
No pressure. We'll walk through how it works and whether it's a fit for your market, your team, and the types of customers you want most.
Free, no-obligation walkthrough · 22 minutes
TESTIMONIALS
Other Business Owners Talk About How Our Messages Convert Their Buyers
Chris Orlob
Owner, pclub.io
"This direct response marketing skill set is very rare because it's essentially salespersonship in print or written form. And Andrew Schultz is one of those rare people. He has made a study of this. He knows how to build campaigns and effective messages for your audience that gets them to buy, gets them to register, gets them to retain."
Jamal Reimer
Owner, Enterprise Sellers
"50 discovery calls with prospective clients, and ... over $60K in revenue. Your seven emails did all of that in less than three weeks. That's the short story."
Adam Robinson
Owner, RB2B and Retention.com
"We generated $150K of revenue from a few touches of segmenting and emailing of people who were never going to buy [my product] in the first place".
Ian Koniak
Owner, Untap Your Sales Potential
"That campaign generated 40 calls and over $300K in revenue."